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The Pelican Prosperity Accelerator is a carefully curated investment portfolio primarily focused on investing in large-cap U.S. stocks. Our strategy centers around companies that demonstrate robust management and present strong growth forecasts.

This portfolio offers global exposure, capitalizing on the interconnected nature of today’s markets. By prioritizing investments in corporations with significant international operations, the portfolio seeks to benefit from worldwide economic growth and the potential resilience of globally diversified companies.

The primary objective of the Pelican Prosperity Accelerator portfolio is to deliver above-average market returns. Our dedicated team of investment professionals diligently monitors market trends and evaluates potential opportunities to consistently drive growth and maximize returns for our investors.

Significantly, our investment selection process is heavily weighted towards technology and innovative companies. We believe that these sectors represent the future of the global economy and offer significant opportunities for growth. By investing in these sectors, we aim to provide our investors with a pathway to participate in the transformative power of technological innovation and disruption.

*Please consult an advisor for more information and to see if this portfolio is right for you.

The Pelican Balanced Advantage portfolio offers a balanced approach to investing, combining steady growth with a focus on income. This portfolio is primarily dedicated to large-cap U.S. stocks known for their strong management, reliable dividends, and history of consistent growth. The chosen companies often have a long track record of meeting or exceeding investor earnings expectations, providing the portfolio with a sense of stability and assurance.

The primary goal of the Pelican Balanced Advantage portfolio is to offer a stable growth trajectory complemented by a consistent dividend income stream. To accomplish this, the portfolio leans heavily towards investments in the consumer defensive, healthcare, and industrial sectors. Companies in these sectors are known for their steady performance and substantial dividends, making them ideal for a portfolio seeking a balanced approach to growth and income. Please be aware that all investments carry risk, including the potential loss of principal. Investors should evaluate their investment objectives and risk tolerance before committing.

*Please consult an advisor for more information and to see if this portfolio is right for you.

The Pelican Conservative Anchor portfolio is tailored for investors looking for a conservative approach with an emphasis on capital preservation and steady income. The portfolio is primarily invested in large-cap U.S. stocks that exhibit solid management and offer robust dividends. These stocks are typically seen as safer options compared to traditional equities.

While the portfolio maintains approximately 30% exposure to equities for the potential for growth, the majority of its investments are in safer income-focused assets such as high-yield money markets, bonds, and treasuries. This strategy aligns with the portfolio’s primary objective: to preserve capital and offer a steady stream of dividend income.

The Pelican Conservative Anchor portfolio is an ideal choice for conservative investors seeking to balance income, growth, and risk in a volatile market. Please remember, investing involves risk, including the potential loss of principal. It’s essential for investors to consider their investment objectives and risk tolerance before investing.

*Please consult an advisor for more information and to see if this portfolio is right for you.